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lunar_mycroftlast Wednesday at 2:06 PM1 replyview on HN

As of the middle of the year, there was no increase in publicly available indicators of new startups at all [0]. No change in the trend in steam releases, domain name registrations, app store releases, etc. People might be able to keep the fact that they're a one person team that built the app with AI secret, but they wouldn't be able to keep the fact that they made an app secret. Unless someone has evidence that's changed dramatically in the last six months, I have to conclude that the reason we aren't seeing a wave of AI enabled SaaS startups isn't that they're keeping the fact that they're solo operations with AI a secret, but rather that no such wave actually exists.

[0] https://mikelovesrobots.substack.com/p/wheres-the-shovelware...


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CharlieDigitallast Wednesday at 2:19 PM

Can't speak for anyone else, but I personally know 3.

2 of the 3 existed as entities for more than a year already, but pivoted at least once (both were VC-funded but now doing something very different than what they started with when I first met founders) and ultimately let go of their offshore and contract engineers once AI became good enough some time early last year. Founders basically realized that the quality of code was as good or better than what they were getting from their engineers while reducing the turnaround time; now they can go from talking to customers to having a working prototype in the same day instead of waiting 24h+ for an offshore team. The other one started in November of 2024 and found traction around March.

So two companies went from multi-person teams to 1 person teams and 1 team was a 1 person eng team from the get-go (with a business-oriented partner).

I'd also point out that 2025 was a particularly volatile year because of shifts in the political and economic environment (including very high interest rates) so I wouldn't take your stat at face value without considering external factors that might affect the total number of net new business registrations.

It still remains true that building a product is not the same thing as building a business. It may be that we'll see less SaaS startups as companies find that they can just in-house software instead of buying. Who knows? Startup I'm at canceled one of our subscriptions because we ended up building an in-house replacement because it is now cheap enough and easy enough that we could.

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